Affinity Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Affinity Wealth Management LLC

  • $568 Million
  • Q2 2025

A detailed history of Affinity Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Affinity Wealth Management LLC holds 3,133 shares of DSI stock, worth $377,745. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,133
Previous 3,133 -0.0%
Holding current value
$377,745
Previous $319,000 13.79%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
BUY
$66.36 - $76.94 $207,905 - $241,053
3,133 New
3,133 $224,000
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $184,200 - $211,758
2,960 New
2,960 $215,000
Q1 2019

May 10, 2019
SELL
N/A
-2,367 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
2,367
2,367 $211,000

Others Institutions Holding DSI

# of Institutions
622
Shares Held
25.2M
Call Options Held
1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Affinity Wealth Management LLC Portfolio

Follow Affinity Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Affinity Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinity Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email